Filed October 18, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,835 | $51,620+46.9% | $90,281-16.0% | $65,185+16.3% |
| Participation rate | 74.0% | 68.6%+5.4pp | 73.3%+0.7pp | 70.2%+3.8pp |
| Annual return | 25.41% | 24.94%+0.5pp | 78.10%-52.7pp | 29.38%-4.0pp |
| Employer contribution / active EE | $1,485 | $2,235-33.5% | $2,854-48.0% | $2,177-31.8% |
| Participant deferral / active EE | $2,834 | $2,871-1.3% | $3,885-27.1% | $3,514-19.3% |
| Admin fee / account holder | $3,785 | $384+884.9% | $5,351-29.3% | $847+346.8% |